Michael J. Puzo’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Michael J. Puzo’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-470	Closed	-$275K	–	76
2024 Q4	$275K	Buy	+470	New	+$277K	0.08%	65
2015 Q4	–	Sell	-9,110	Closed	-$1.75M	–	106
2015 Q3	$1.75M	Hold	9,110	–	–	1.24%	32
2015 Q2	$1.88M	Buy	9,110 +450	+5%	+$94.6K	1.21%	32
2015 Q1	$1.79M	Hold	8,660	–	–	1.14%	32
2014 Q4	$1.78M	Buy	8,660 +7,425	+601%	+$1.49M	1.17%	31
2014 Q3	$243K	Hold	1,235	–	–	0.17%	77
2014 Q2	$242K	Buy	+1,235	New	+$235K	0.17%	70

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Michael J. Puzo's SPY Position: Q1 2025 in Review

Michael J. Puzo sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2025, closing a stake of 470 shares — an estimated $275K sold.

Michael J. Puzo first reported a position in SPY in Q2 2014 and held it in 7 quarters. The position peaked at $1.88M in Q2 2015. 4,171 funds tracked by Wall St. Rank hold SPY as of Q1 2025.

Michael J. Puzo reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2025 after selling out during the quarter.
Michael J. Puzo sold 470 State Street SPDR S&P 500 ETF Trust shares in Q1 2025, an estimated $275K.
Michael J. Puzo first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2014 and held it in 7 quarters.
Michael J. Puzo's State Street SPDR S&P 500 ETF Trust position peaked at $1.88M in Q2 2015.
4,171 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2025.

Based on Michael J. Puzo's 13F filing for Q1 2025, filed 21 Apr 2025.